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Nicholas Holmes
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.®
Agency Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(860) 865-7016(860) 865-7016
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Meet Nicholas Holmes
Personal Business Philosophy
Dedicated to helping clients with their financial goals as they prepare for retirement. Being a trusted partner and advocate by providing solutions and options that are in my clients best interest.
licensed in
CT, FL, NY, RI
FL License: G137583
professional background
Joined Bankers Life in 2018Became a Financial Representative in 2020Began work in the Insurance Industry in 2018Education: Lyman Memorial HS (2012), Eastern Connecticut State University (2018), BS in Business
designations received
Insurance Designations: Annuity Planning Professional: APP, Certified in Long-Term Care® (CLTC®)Financial Representative Designations: General Investment Representative: Series 7, State Registrations: Series 63, Uniform Exam: Series 65
personal background
Family: Happily married to my wife Kelsey. Having a blast raising our two sons!Community Involvement: Central Cycle Club, CT Chapter of the Alzheimer's Association, First Congregation Church of Lebanon
Nicholas Holmes, Bankers Life Agent and Bankers Life Securities Financial Representative in Old Lyme, CT
9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(860) 434-4010(860) 434-4010
Direct Phone:
(860) 865-7016(860) 865-7016
Branch Info
6 Vista Dr
Ste 101
Old Lyme, CT 06371
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Wealth Management Services
Whether you're building wealth, protecting your family, or preserving your assets, our wealth management services are tailored to your goals—now and for the long term.
Investment management
Receive expert guidance from financial advisors on asset allocation, market trends, and strategic decisions involving mutual funds and exchange-traded funds—tailored to your goals, risk tolerance, and time horizon.
Retirement planning
Create a personalized plan to help you save, invest, and generate income, bringing more clarity and confidence to your retirement years.
Education/College planning
Build a 529 plan funding strategy that ensures you're setting aside the right amount to support your children's or grandchildren’s education goals.
Cash flow planning
Track income and expenses to gain better control of your finances, so you can allocate excess cash toward your priorities and long-term goals.
Income planning
Design a reliable income strategy that supports your lifestyle—whether you're preparing for retirement or already enjoying it—using solutions such as variable annuities and other income-generating investments.
Insurance planning
Develop a protection strategy to safeguard your family and finances from the impact of unexpected life events, with solutions such as life insurance and long-term care insurance.
Additional Products & Services Offered in Old Lyme, CT
Life Insurance
Find out how life insurance can help protect the financial security of you and your family.
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Medicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
ExploreAnnuities
Learn how an annuity can help protect and grow your retirement savings.
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Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators (7)
Insurance Calculators (7)
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
Reviews
Reviews for Nicholas Holmes
5.0
Rating 5.0
(20 Reviews)- January 8, 20265.0 out of 5.0Rating 5.0Working with Nick has been an outstanding experience. From day one, Nick has demonstrated professionalism, deep expertise, and a genuine commitment to helping my husband and I make confident financial decisions. What sets Nick apart is his exceptional customer care. Nick took the time to explain everything so clearly and answered every question we had with patience and kindness. He fully ensured we understood all aspects of our planning and investments. We trust Nick and are grateful.
- November 6, 20255.0 out of 5.0Rating 5.0Nick is very helpful with all mine and my husband’s needs for insurance information, he’s quick to return phone calls and pleasant to with.
- October 23, 20255.0 out of 5.0Rating 5.0Very knowledgeable, great customer service and all around awesome person!
- October 23, 20255.0 out of 5.0Rating 5.0Very knowledgeable, great customer service and all around wonderful person
- October 14, 20255.0 out of 5.0Rating 5.0Nick is very helpful and listens to our needs. He is very responsive to our questions.
Thanks Nick! - August 5, 20255.0 out of 5.0Rating 5.0Outstanding gentleman who treats all clients with a personal and honest experienceResponse from Bankers LifeAugust 19, 2025Hello Frank, we hope the recent communication with your agent has improved your experience, but please don’t hesitate to email us at BLReviews@bankerslife.com should you have any questions or need further assistance.
- April 29, 20255.0 out of 5.0Rating 5.0Nick is wonderful. Retirement is a scary thing but Nick has made me feel comfortable with it. His attention to detail and knowledge are incredible. I plan to be working with Nick for a very long time. Nick is a great guy! I recommend highly.
- February 7, 20255.0 out of 5.0Rating 5.0Nick is a very knowledgeable Medicare representative. He has different insurance plans available making it easy to fit your individual medical needs.
- February 6, 20255.0 out of 5.0Rating 5.0Nick is very knowledgeable. I’m glad someone referred him to me because I was dreading making the decision for Medicare and he made it easy. He’s very helpful throughout the whole process and beyond
- February 3, 20255.0 out of 5.0Rating 5.0We have been with Nicholas at Banker life for about 11 months. He has help so so much. He explains everything to you before he does it. We are so happy on the growth of our retirement.
- January 22, 20255.0 out of 5.0Rating 5.0I had a meeting with Bruce to discuss Medicare, which he advised me of the best plan that would work for me. In our conversations I mentioned to Bruce, how I was looking for another Financial advisor he recommended Nicholas Holmes. He took numerous notes as to my concerns how I want to invest my portfolio and after gaining his trust, Under no pressure at all, he listened to my concerns. He is very patient and listens to my concerns. I would highly recommend Nicholas.
- January 14, 20255.0 out of 5.0Rating 5.0Helped retirement planning and made the process very easy.
- January 11, 20255.0 out of 5.0Rating 5.0Nick made me feel very comfortable and earned my trust in him and bankerslife. I look forward to building our relationship
- January 7, 20255.0 out of 5.0Rating 5.0Great person to work with.Very knowledgable. I would highly recommend him.
- January 3, 20255.0 out of 5.0Rating 5.0Nicholas is an excellent financial advisor. We talked about what would would best for my family's future. And we talked a little about his family. He's a very down-to-earth guy. We are so happy he was referred to us.
- December 19, 20245.0 out of 5.0Rating 5.0Phenomenal person with great knowledge and care for others. We are blessed.
- December 12, 20245.0 out of 5.0Rating 5.0Absolutely wonderful person with great advice and compassion.
- December 3, 20245.0 out of 5.0Rating 5.0We have been working with Nick for the past three years. Navigating through Medicare is mind blowing. Nick has made this process so easy for us, and I truly trust his advice. He is like part of the family when Medicare season is in full swing. Every year there are changes to the health insurance industry. We could not do it without his guidance and understanding. He listens to us also, that in itself is truly amazing to receive from someone.
- October 17, 20245.0 out of 5.0Rating 5.0Nick made the retirement decisions for me easy to understand. The entire process was enjoyable and very friendly. We have enjoyed his counsel and company very much! He is already preparing plans for my wife’s retirement decisions. All good!!!
- May 31, 20235.0 out of 5.0Rating 5.0My wife and I met with Nick to have him explain how Medicare works. Nick was very friendly and highly competent. He was patient and very knowledgeable in answering any questions we asked. We look forward to working with Nick.
Displaying reviews 1 - 1 out of the 20 most recent
Frequently Asked Questions
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
Insights From Nicholas
Making Life Insurance part of your “Life” story
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
The Living Benefits of Life Insurance
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Meet Your Financial Advisor
Let’s start with a conversation. I’ll take the time to understand your goals, values, and vision for the future. Give me a call at or fill out the form. I’ll be in touch soon.
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